Marshall Bordeau is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held positions in various companies including Netcracker Technology and Labster. Outside of finance, he has experience working in the craft brewing industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Justin Bain is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investors since 2021. His prior experience includes roles in marketing and education, including time at Chicago Marketing Inc. and Vienna University of Economics and Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Roger Duval is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Kevin Mcwilliams is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at Amazon Logistics and was a Reserve Officers' Training Corps cadet while attending Saint Joseph's College of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Hans Schneider is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021. Prior to this, he held roles at LaValley Building Supply and Arrowhead Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anthony Christopher is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop and implement individualized financial plans. He focuses on building ongoing relationships with clients to understand their financial goals and provide confidence in their financial decisions. Anthony has experience in various roles at Fidelity Investments, including positions as an Investment Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His career at Fidelity began in 2021 and has involved progressively responsible roles focused on client service and financial planning. In his personal time, Anthony engages in activities such as cooking and baking, football, golf, spending time at the lake, watching movies, and solving puzzles.

Ben Sowders is a Planning Consultant at Fidelity Investments, where he supports clients as part of a broader Wealth Management team. He began his career at Fidelity in 2023, initially focusing on Workplace Planning and Advice before advancing to his current role in 2025. Ben holds insurance licenses in Arkansas and California, enabling him to provide specialized advice and planning services to clients in these states. His professional experience centers on financial planning and wealth management within the framework of Fidelity's offerings. Outside of his professional work, Ben has personal interests in baseball, golf, movies, and culinary activities.

Lawrence Camerlin is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2013, including time at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.

Britton Wilson is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member and owner of Santucket, LLC, a real estate holding company based in Litchfield, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad branch footprint.

David Tremblay is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop, implement, and maintain financial plans that align with their individual needs and goals, adapting strategies as those needs evolve over time. He has extensive experience in the financial services industry, having held various roles including Managed Solutions Consultant and Portfolio Specialist at Fidelity Investments, Financial Consultant at Santander Investments, Financial Services Professional at New York Life, Product Manager at Fidelity Investments, Consultant at Watson Wyatt Worldwide, and Sales Support Consultant positions at MetLife, Allmerica Financial, and Aetna Life Insurance. His career spans from 1993 to the present. Outside of his professional work, David enjoys activities such as baseball, beach outings, biking, family activities, parenthood, and skiing.

Thomas Mullin is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions and J.P. Morgan entities. Outside of finance, he was involved with Stay Positive Apparel LLC for eight years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dominic Caputo is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Lincoln Financial Securities Corporation and Fidelity, among others. Outside of his advisory work, he is involved with Caputo Financial Group, LLC and has a co-ownership interest in a real estate rental venture in New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Emily Smith Lafemina is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at various service and property management companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Tyler Houghton is a CFP® with 19 years of experience in the financial services industry. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Robert Kostigen is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is part of the HRSK & Associates team, which averages 15 years of experience in the financial services industry, delivering expertise in retirement and education planning strategies, insurance strategies, and trust planning services. Robert and his team focus on building enduring relationships grounded in trust, integrity, and accessibility while providing sound guidance and strong service. They employ a defined, goals-based process for wealth management, emphasizing a long-term investment approach centered on asset allocation, diversification, and discipline, leveraging the resources and research of Merrill Lynch. Robert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Suffolk University. His approach involves helping clients achieve their personal and family financial goals by creating customized plans that reflect their perspectives and priorities.

Mitchell Sirota is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial strategies tailored to their individual and family goals. He focuses on helping clients create plans aimed at growing, preserving, and distributing their wealth in alignment with their financial objectives. Mitchell has held several roles at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This progression reflects his experience in client relationship management and investment consulting within the financial services industry. Outside of his professional work, Mitchell has interests in art, cars, cooking and baking, music, and traveling.

James Gaglione is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI technologies in research.

Austin Stutz is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has built his career in financial services with a focus on developing customized wealth plans in partnership with his clients to help them achieve their financial goals. His experience spans several roles within Fidelity Investments, including Financial Consultant from 2015 to 2018, PAS Investment Consultant from 2014 to 2015, and PAS Client Management Representative from 2013 to 2014. Prior to joining Fidelity, Austin worked as a Financial Planner at Vanguard Group from 2011 to 2013. Throughout his career, Austin has concentrated on building lasting relationships with clients and working collaboratively to define and pursue their financial success.

Nicholas Palumbo is a Planning Consultant at Fidelity Investments, where he collaborates with clients to assess their financial needs and develop tailored planning strategies aimed at helping them achieve their goals. He has held this role since 2025. Prior to this, Nicholas worked in various positions within Fidelity Investments, including Relationship Manager at the Regional Center from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Nicholas holds insurance licenses in Arkansas and California. Further details about his educational background and personal interests are not provided.